Broker Check
Adrienne AlvarezServing Huntington Beach

Adrienne Alvarez
Serving Huntington Beach

LPL Financial Advisor, CA Insurance License #0D88579

Serving Huntington Beach

I am an LPL Financial Advisor with Kinecta Wealth Management, where my primary focus is helping clients with their financial needs and guiding them toward achieving their goals. I strive to build close relationships with my clients. I consider them to be like family, and I am dedicated to assisting them in navigating to their desired financial destinations. Whether it is helping them pursue their financial goals or creating plans for their future, I am committed to providing the best possible guidance.

With over 18 years of experience in the financial services industry, I have dedicated my career to assisting individuals in realizing their financial dreams. I obtained my undergraduate degree from Cal Poly Pomona, which provided me with a solid foundation in finance. However, my passion lies in helping clients with their financial aspirations and guiding them toward achieving their goals.

Seeing the joy on my clients' faces as they come closer to their financial goals brings me the most satisfaction in my job. I believe carefully listening to my client's desires and developing a personalized path for them to follow is the greatest value I can provide. By understanding their unique circumstances and aspirations, I can help them navigate their financial journey with confidence.

I reside in Rancho Santa Margarita, California, where I enjoy the beautiful surroundings. I cherish spending quality time with my family and friends outside of work. These moments allow me to recharge and appreciate the important things in life.

Registrations held through LPL Financial: Series 6, 7, 63 and 66.

Registered for Securities in the following states: AZ, CA, KS, WA.

Check the background of this investment professional on FINRA’s BrokerCheck.